Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. Template versions for Ev1.

    1 vote

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  3. sending a document out only after a payment is submitted

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. The option for members to use the folders created by admins (moving their documents there as well).

    1 vote

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  5. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  6. 1 vote

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  7. 1 vote

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  8. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    1 vote

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  9. activity reporting for the pricing table only (extended with multiple options)

    1 vote

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  10. Be able not only to choose from 18 24 30, but set up your own size (e.g. 20, 25, etc)

    1 vote

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  11. api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  12. Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    1 vote

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  13. 1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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